I've been thinking a bit about how the tablet game plays out over the next few months. Just for fun, here's some speculation:
1) Apple sells a crap ton of iPads. Their biggest problem will be that they can't make them fast enough. Don't whine to me about "openness" or the notifications system. They'll sell lots of them and we all know it.
2) HP gets the TouchPad into stores. There are no queues to buy one on day one, but it does OK in the first few weeks. Sells maybe a million units in the first three months.
3) Consumers shopping for a tablet are now faced with a choice: I can buy an iPad and wait four to five weeks for it to arrive (those are the times Apple's website is currently quoting), or I can buy a HP TouchPad and take it home today. For some, that'll be enough to bring them over to HP.
4) HP's TouchPad gets some traction. Enough to justify a version two. Nowhere near enough to knock Apple off it's perch.
5) HP does something badly wrong. One of the MBAs gets in the way, makes a decision he has no place making, and hands one of HP's competitors a major competitive advantage. Maybe they decide the TouchPad should be US only for the first year. Maybe they piss off developers in some creative way, so no-one writes apps for the platform. I don't know what they'll do, but I can't shake the feeling that they'll fuck it up somehow.
6) Android tablets come out too. Nerds like me buy them, while our grandmothers buy iPads and TouchPads. There are many more grandmothers in the world than nerds. Android tablets do badly. Attempting to explain this, reviewers looking at 2011 retrospectively will cite a confusing UI, a flash implementation that was promised but never materialised (or materialised in a broken state), and many of the same compatibility issues that we see now with Android phones.
7) Microsoft announces Windows 8 with a completely redesigned UI based on Metro. This UI will try to work just as well with the keyboard and mouse as it does on touch devices. Ballmer will use the phrase "bridging the gap" a lot.
I thoroughly enjoyed reading that -- spot on. Just for kicks, here's my more optimistic vision for the future:
1) HP/WebOS focuses it's marketing message on using "open" tech (HTML, CSS, JS). Some iOS/android developers convert apps, some web devs convert websites, most don't bother.
2) People pick these up as they are in stock and get to the sites people need with flash as a big selling point as well (news, mail, youtube, hulu, entertainment, etc).
3) Google releases a ChromeOS Tablet, using point 2 above to their advantage by claiming compatibility with all internet sites (even flash!). They sell quickly and cheaply, as google takes a loss on each tablet in hope of gaining market share and increasing google search usage (it's the default home-page on this device).
4) More hardware / software manufacturers follow Google's lead, and momentum shifts towards using tablets mainly as dumb web-clients (with offline storage, better graphics, and other "native" features provided by HTML5 APIs).
5) Apple raises the bar by releasing an extremely-polished-at-this-point itunes.com and a super-cheap "air/cloud" tablet (similar to chromeOS's offer), allowing you to buy and sell "cloud" apps (HTML CSS JS) with existing app store rules and credit cards on itunes.com or in the "cloud" app store. Buy once, use on all your iOS and Mac devices (includes apps, music, video).
6) Tablets aren't bought and sold based on whether angry birds runs on them (its a web-app and runs everywhere), but instead on hardware features and performance (battery-life, screen size/resolution, heat, weight, etc.). Forced to compete on these grounds, hardware manufacturers invent better batteries, hybrid color e-ink/lcd screens that can be used in the sun, better speakers, and maybe even something crazy like user-replaceable batteries, RAM, and hard disks.
As your speculation hints, maybe WebOS is something to watch for the future, but at this point, it's probably financially a waste of time to develop for it. A lot of chips have to fall into place before that changes.
"Ballmer will use the phrase "bridging the gap" a lot." LOL that's comment gold right there. I jumped over to brianwillis.com to see if you blogged, but no luck. You should think about starting.
Looking at current sales of Android smartphones, I think there would be a lot of people buying android tablets.
A lot of people just want a cheap tablet and Android is going to step up and fill the void. These would have slower hardware and older software but most people won't worry much over it (looking aback t PC vs Mac era).
I think something you have to take into account is that a lot of people are simply buying these android smartphones because they either can't afford the iPhone or their carrier doesn't sell it.
Also regarding the price of Android tablets, none of them seem to be able to challenge Apple's $499 price point. I'd love to be proven wrong but it seems like for whatever reason—likely their ability to get extremely cheap components—Apple will be ahead for a while yet.
You're only thinking of the good ones (and for the record, I love my xoom). You can get crap ones starting at $99.
On the iPad level, Samsung's coming in hard with equal pricing ($499 16gb/wifi) and at-least-as sexy hardware. I think they're likely willing to take a hit on profit to get market share.
Also Apple has many retail stores of it’s own to sell the iPad to those that are curious enough. Other tablet manufactures will have to fight it out for retail space with other competitors.
Over the coming years prices will drop, the gimmick will wear off and the market of rich guys who want a third computer for browsing and reading on their sofa will become saturated.
I remain thoroughly unconvinced by the long-term success of tablets.
If any team has the right attitude and technology to out-Apple Apple, it's HPalm. I really hope they do well, and I can't wait to tinker with this SDK.
My only peeve: no 7" WebOS tablet. It's a glaring hole in Apple's lineup, currently dominated by the Kindle and Nook Color, but which will be a gold mine for the first company to get it right. Blackberry has a chance with their PlayBook, especially if they're willing to keep iterating on both hardware and software.
HP is comparable to Apple in that they have complete control of their product. Yet I haven't seen anything that makes me believe that the management of HP is comparable to Apple.
Installing webOS on all of their PC's strikes me as a really dumb idea. From what I've read they are not delivering quality PC's these days. Associating webOS with a poor product seems like a bad idea. Also I think a boot menu will confuse the heck out of a lot of people. It seems that they are desperate to show that they are doing something with the product and this is all they could do in a reasonable time frame.
They have already owned Palm for a year and if that's all they got then I'm not impressed. The creativity of HP was seemingly gutted by Hurd and will need to be rebuilt.
We can learn a lot from the troubles Microsoft is currently having updating their phone. An important key to success is turning out to be control of the devices after they are sold. Microsoft is apparently screwed because there are so many players in the process of releasing updates with each having a vote. First Microsoft develops the update but then the device manufacturer and the carrier have to agree to the release and can change the release to fit their own needs. That's not the case with Apple. They control everything. Successful product owners will need to mimic Apple and not Microsoft. They will need a management with stones in order to get that deal if it's even possible now that there are so many alternative products the carrier can provide. Android also has this issue as can be seen by the number of OS versions that a developer has to support.
Where HP has an opportunity is in their enterprise connections. I think this will be a short lived advantage. HP would have to own this market before Microsoft launches an enterprise tablet and reluctance to change gives them the advantage.
HP has a great opportunity because they bought a great product. The odds are better than even that they will blow it.
Best part about the signup form was a comfortable option for the security question "What is your favourite programming language?", although a lot of my friends can guess it if I used the right answer, it's still a good try to give options related to the user.
It's persuasive until you actually try and do it. Then you find that you can't make anything nearly as nice and it takes you 10 times as long to do it because you spend forever figuring out weird quirks of mobile browsers that make not much sense at all.
Or you use the web technologies for a "native" app and focus only on the browser for that platform. Then port to others as needed, rather than trying to support them "all" from day one on a web app.
Certainly a web app is usually still not as fast and responsive as a native app, but its getting much better.
People used to say the same thing about web mail services - that they were not nearly as 'nice' as a native mail app. Now go look at how many people use Gmail and dont bother with a native mail client on their PC anymore.
Consider how many iPhone apps are just "website silos", an app with an embedded UIWebView hosting a (live or static) website that looks like a native app.
Also, the WebOS SDK allows developers to write native code plugins that can be called from JavaScript. So an app's high-level UI logic can be written by web developers productive with JavaScript and C++ developers can port legacy C++ code or optimize performance bottlenecks with WebOS plugins.
1) Apple sells a crap ton of iPads. Their biggest problem will be that they can't make them fast enough. Don't whine to me about "openness" or the notifications system. They'll sell lots of them and we all know it.
2) HP gets the TouchPad into stores. There are no queues to buy one on day one, but it does OK in the first few weeks. Sells maybe a million units in the first three months.
3) Consumers shopping for a tablet are now faced with a choice: I can buy an iPad and wait four to five weeks for it to arrive (those are the times Apple's website is currently quoting), or I can buy a HP TouchPad and take it home today. For some, that'll be enough to bring them over to HP.
4) HP's TouchPad gets some traction. Enough to justify a version two. Nowhere near enough to knock Apple off it's perch.
5) HP does something badly wrong. One of the MBAs gets in the way, makes a decision he has no place making, and hands one of HP's competitors a major competitive advantage. Maybe they decide the TouchPad should be US only for the first year. Maybe they piss off developers in some creative way, so no-one writes apps for the platform. I don't know what they'll do, but I can't shake the feeling that they'll fuck it up somehow.
6) Android tablets come out too. Nerds like me buy them, while our grandmothers buy iPads and TouchPads. There are many more grandmothers in the world than nerds. Android tablets do badly. Attempting to explain this, reviewers looking at 2011 retrospectively will cite a confusing UI, a flash implementation that was promised but never materialised (or materialised in a broken state), and many of the same compatibility issues that we see now with Android phones.
7) Microsoft announces Windows 8 with a completely redesigned UI based on Metro. This UI will try to work just as well with the keyboard and mouse as it does on touch devices. Ballmer will use the phrase "bridging the gap" a lot.